CoreWeave CEO Intrator says election fallout won’t slow US data center deliveries

After a post-midterm sell-off, CoreWeave posted $3.66 billion in Q3 revenue and told investors its US pipeline remains on track CoreWeave CEO Michael Intrator has a message for anyone worried that the midterm elections just complicated the AI infrastructure buildout: the company does not expect any disruption to its US data center deliveries. That reassurance came during CoreWeave’s Q3 2026 earnings call on November 11. It landed just days after Democratic wins raised the possibility of tighter data center rules in key states. The timing mattered. CoreWeave stock (CRWV) had sold off sharply after the election, as investors priced in regulatory risk to one of the fastest-growing names in AI compute. Then the numbers came out, and the stock rebounded in after-hours trading.

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